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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Luther Miller is an Investment Advisor Representative with Turtle Creek Wealth Advisors, LLC. Alan Luther Miller has 16 years of experience in the financial services industry. Prior to joining Turtle Creek Wealth Advisors, LLC, Alan Luther Miller was employed by KINGSWOOD CAPITAL PARTNERS, LLC, RAYMOND JAMES FINANCIAL SERVICES, INC., BOSC, INC., and J.P. MORGAN SECURITIES INC. Alan Luther Miller holds the following licenses: Series 66, Series 9, Series 7, and SIE. Alan Luther Miller also holds the following designations: Alan Luther Miller specializes in the following areas: Estate Planning, Family Governance, Financial Planning, Investment Management, and Portfolio Management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning and family governance
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
03/29/2023 - Present
Turtle Creek Wealth Advisors, LLC (DALLAS TX)
TX
01/02/2019 - 03/01/2022
KINGSWOOD CAPITAL PARTNERS, LLC (Dallas TX)
TX
12/17/2014 - 12/31/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (Dallas TX)
TX
08/05/2008 - 04/19/2013
BOSC, INC. (DALLAS TX)
TX
07/04/2007 - 05/27/2008
J.P. MORGAN SECURITIES INC. (DALLAS TX)
BOTH
Issued 11/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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